Fairpointe Capital as of March 31, 2013
Portfolio Holdings for Fairpointe Capital
Fairpointe Capital holds 70 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Boston Scientific Corporation (BSX) | 4.5 | $201M | 26M | 7.81 | |
Hospira | 4.0 | $178M | 5.4M | 32.83 | |
DeVry | 4.0 | $177M | 5.6M | 31.75 | |
Staples | 3.7 | $165M | 12M | 13.42 | |
Itron (ITRI) | 3.2 | $143M | 3.1M | 46.40 | |
New York Times Company (NYT) | 3.2 | $143M | 15M | 9.80 | |
Southwest Airlines (LUV) | 2.9 | $127M | 9.4M | 13.48 | |
Gannett | 2.8 | $125M | 5.7M | 21.87 | |
Interpublic Group of Companies (IPG) | 2.8 | $124M | 9.5M | 13.03 | |
NVIDIA Corporation (NVDA) | 2.7 | $121M | 9.4M | 12.83 | |
Akamai Technologies (AKAM) | 2.7 | $120M | 3.4M | 35.32 | |
Cree | 2.7 | $120M | 2.2M | 54.71 | |
FMC Technologies | 2.6 | $114M | 2.1M | 54.39 | |
Lexmark International | 2.5 | $112M | 4.2M | 26.40 | |
Unisys Corporation (UIS) | 2.5 | $111M | 4.9M | 22.75 | |
Forest Laboratories | 2.5 | $110M | 2.9M | 38.04 | |
Werner Enterprises (WERN) | 2.5 | $110M | 4.5M | 24.14 | |
Nuance Communications | 2.4 | $107M | 5.3M | 20.18 | |
Molson Coors Brewing Company (TAP) | 2.4 | $106M | 2.2M | 48.93 | |
Varian Medical Systems | 2.4 | $106M | 1.5M | 72.00 | |
H&R Block (HRB) | 2.3 | $103M | 3.5M | 29.42 | |
McDermott International | 2.3 | $102M | 9.3M | 10.99 | |
Manpower (MAN) | 2.3 | $101M | 1.8M | 56.72 | |
Jabil Circuit (JBL) | 2.2 | $100M | 5.4M | 18.48 | |
Con-way | 2.2 | $99M | 2.8M | 35.21 | |
Zebra Technologies (ZBRA) | 2.2 | $96M | 2.0M | 47.13 | |
Charles River Laboratories (CRL) | 2.1 | $95M | 2.1M | 44.27 | |
McGraw-Hill Companies | 2.1 | $94M | 1.8M | 52.08 | |
Northern Trust Corporation (NTRS) | 2.0 | $90M | 1.7M | 54.56 | |
Sigma-Aldrich Corporation | 1.8 | $80M | 1.0M | 77.65 | |
Belo | 1.7 | $75M | 7.6M | 9.83 | |
Eaton Vance | 1.6 | $73M | 1.8M | 41.83 | |
Lear Corporation (LEA) | 1.6 | $71M | 1.3M | 54.87 | |
Cincinnati Financial Corporation (CINF) | 1.6 | $71M | 1.5M | 47.22 | |
Molex Incorporated | 1.5 | $67M | 2.3M | 29.28 | |
Harris Corporation | 1.5 | $67M | 1.4M | 46.34 | |
First Solar (FSLR) | 1.5 | $67M | 2.5M | 26.96 | |
BorgWarner (BWA) | 1.4 | $65M | 836k | 77.34 | |
Molex Incorporated | 1.3 | $57M | 2.4M | 24.12 | |
Scholastic Corporation (SCHL) | 1.2 | $55M | 2.1M | 26.65 | |
FMC Corporation (FMC) | 1.2 | $52M | 919k | 57.03 | |
CGG Veritas | 0.8 | $35M | 1.5M | 22.50 | |
Mattel (MAT) | 0.8 | $35M | 788k | 43.77 | |
Denbury Resources | 0.7 | $31M | 1.7M | 18.65 | |
Dolby Laboratories (DLB) | 0.4 | $17M | 510k | 33.56 | |
Chicago Bridge & Iron Company | 0.2 | $9.7M | 155k | 62.10 | |
Bunge | 0.1 | $5.3M | 72k | 73.83 | |
Polypore International | 0.1 | $3.2M | 79k | 40.18 | |
Hewlett-Packard Company | 0.0 | $1.2M | 51k | 23.84 | |
Lufkin Industries | 0.0 | $1.2M | 17k | 66.38 | |
Sensient Technologies Corporation (SXT) | 0.0 | $821k | 21k | 39.10 | |
Finisar Corporation | 0.0 | $1.1M | 82k | 13.25 | |
Towers Watson & Co | 0.0 | $790k | 11k | 69.30 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $280k | 5.9k | 47.47 | |
Legg Mason | 0.0 | $495k | 15k | 32.14 | |
Apache Corporation | 0.0 | $476k | 6.2k | 77.15 | |
Avon Products | 0.0 | $624k | 30k | 20.73 | |
Carnival Corporation (CCL) | 0.0 | $520k | 15k | 34.32 | |
Novartis (NVS) | 0.0 | $492k | 6.9k | 71.30 | |
Cenovus Energy (CVE) | 0.0 | $431k | 14k | 31.01 | |
International Business Machines (IBM) | 0.0 | $350k | 1.6k | 213.28 | |
Liberty Media | 0.0 | $517k | 24k | 21.36 | |
Pepsi (PEP) | 0.0 | $554k | 7.0k | 79.14 | |
VCA Antech | 0.0 | $667k | 28k | 23.49 | |
Discovery Communications | 0.0 | $328k | 4.7k | 69.64 | |
Unilever (UL) | 0.0 | $570k | 14k | 42.22 | |
Aston/optimum Mid Cap Fund | 0.0 | $297k | 7.7k | 38.38 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $252k | 4.7k | 53.14 | |
Telus Ord (TU) | 0.0 | $200k | 2.9k | 68.97 | |
Oakmark Global Fund (OAKGX) | 0.0 | $217k | 8.5k | 25.47 |